UMKC TRUSTEES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UMKC TRUSTEES (EIN 44-0546001)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-15
- IRS object ID
- 201531069349300423
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-15T14:54:35-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480958002 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER HAVILAND KETTER PC PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 W 47TH PLACE SUITE 204 | AddressLine1 |
| City | WESTWOOD | City |
| State | KS | State |
| ZIP Code | 66205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 440546001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMKC TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMKC | BusinessNameControlTxt |
| Phone | 8162351590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH D REID | PersonNm |
| Person Title | TREASURER, VICE CHAIR-FINANCE | PersonTitleTxt |
| Phone | 8162351590 | PhoneNum |
| Signature | 2015-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES S HAVILAND | PreparerPersonNm |
| PTIN | P00009757 | PTIN |
| Phone | 9134322727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RALPH D REID | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL ROAD | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,919,682 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE & ADVANCE EXCELLENCE IN HIGHER EDUCATIONAL PROGRAMS AT UNIVERSITY OF MISSOURI-KANSAS CITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 68 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 68 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 103 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $307,670 | PYContributionsGrantsAmt |
| CY Contributions Grants | $339,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $112,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $110,453 | PYOtherRevenueAmt |
| CY Other Revenue | $190,340 | CYOtherRevenueAmt |
| PY Total Revenue | $502,648 | PYTotalRevenueAmt |
| CY Total Revenue | $641,526 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $821,344 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $474,236 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,165 | PYOtherExpensesAmt |
| CY Other Expenses | $100,164 | CYOtherExpensesAmt |
| PY Total Expenses | $889,509 | PYTotalExpensesAmt |
| CY Total Expenses | $574,400 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$386,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $67,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,094,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,310,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $162,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,533 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,932,259 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,165,238 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADD TO AND PROMOTE EXCELLENCE IN THE QUALITY OF THE HIGHER EDUCATIONAL PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $553,644 | ExpenseAmt |
| Grant | $474,236 | GrantAmt |
| Desc | ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. | Desc |
| Total Program Service Expenses | $553,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 68 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 68 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDRY JOSWARA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162352756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ROCKHILL RD AC 333E | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (94 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MR STEPHEN D DUNN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR B JOHN READEY III | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOEL VORAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR PATRICK J MCCOWN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR PETER S LEVI | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR SCOTT M SMITH | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS DORANNE M HUDSON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN F ANDERSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BRENDA TINNEN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CHANCELLOR LEO E MORTON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR BRETT L FERGUSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR GEORGE A RUSSELL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR MELINDA ESTES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD D JOHNSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR RICHARD E DAVIS SR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR ROBERT E PETERSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ALAN L ATTERBURY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ARTHUR H STOUP | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BARRETT BRADY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BERT BATES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BERT BERKLEY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR BYRON C SHUTZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR C PATRICK MCLARNEY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR CHANDLER MCCRAY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR CHARLES S SOSLAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DANNY O'NEILL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID B YOST | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID F OLIVER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID H WESTBROOK | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR DON WAGNER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR E FRANK ELLIS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR EDWARD F HONESTY JR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR G KENNETH BAUM | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR GARY D FORSEE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR GREG M GRAVES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR H STEPHEN TALGE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR HENRY W BLOCH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR HUGH J ZIMMER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR J SCOTT FRANCIS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES A POLSINELLI | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES A SANGSTER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JERRY REECE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN J SHERMAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN P MCMEEL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN W BLUFORD | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN W CALLISON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR JONATHAN E BAUM | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR KEITH COPAKEN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR KENT SUNDERLAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR LOUIS C RASMUSSEN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MALCOLM M ASLIN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MARK HINDERKS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MAURICE A WATSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR MICHAEL DEGGENDORF | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR NEIL N SOSLAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR NEWTON A CAMPBELL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR OLLIE GATES | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR PAUL DEBRUCE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR R PHILIP BIXBY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR ROBERT H WEST | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR STEPHEN D DOYAL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR STEVEN A BERNSTEIN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THEODORE C BECKETT JR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS D HYDE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS J TURNER III | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS M BLOCH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS S CARTER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR TIMOTHY VAN ZANDT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WARREN K ERDMAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM B PRUGH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MR WILLIAM J FRENCH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ANNE W ELSBERRY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS BARBARA H MARSHALL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS DIANNE S CLEAVER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ELIZABETH T SOLBERG | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ESTHER L GEORGE | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS MARILYN BARTLETT HEBENSTREIT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS MARY BETH GUY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS MARY SHAW BRANTON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANGELA M BENNETT | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANN BRANDAU MURGUIA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANN K DICKINSON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ANNIE PRESLEY | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS JOY D WHEELER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR KAREN COX | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ORA REYNOLDS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS PAT MACDONALD | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS PATRICIA A KONOPKA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS ROSHANN PARRIS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MRS ELLEN DARLING | ||||||
| PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR SPENCER HEDDENS | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MR RALPH D REID | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MS SHARON LINDENBAUM | ||||||
| ASSISTANT TREASURER | 2.50 | $0 | $197,133 | $35,553 | Yes (X) | |
| MR TROY LILLEBO | ||||||
| ASSISTANT SECRETARY | 25.00 | $0 | $101,378 | $17,615 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $298,511 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,168 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $339,183 | AllOtherContributionsAmt |
| Total Contributions | $339,183 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,954 | TotalRevenueColumnAmt |
| Exclusion | $64,954 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,051,268 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $860,928 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $190,340 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,340 | TotalRevenueColumnAmt |
| Exclusion | $190,340 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,277 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,417,228 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,049 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,049 | TotalRevenueColumnAmt |
| Exclusion | $47,049 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $641,526 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $302,343 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,236 | TotalAmt |
| Program Services | $474,236 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,548 | TotalAmt |
| Management And General | $3,548 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,985 | TotalAmt |
| Management And General | $11,985 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,223 | TotalAmt |
| Management And General | $5,223 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536 | TotalAmt |
| Program Services | $1,536 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,348 | TotalAmt |
| Program Services | $2,348 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MISCELLANEOUS EXPENSE | $30,980 | $30,980 |
| BAD DEBT EXPENSE | $14,498 | $14,498 |
| CHANCELLOR'S DISCRETION | $10,368 | $10,368 |
| SCHOLARSHIP COMMITTEE | $5,167 | $5,167 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,511 | TotalAmt |
| Program Services | $14,511 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,400 | TotalAmt |
| Program Services | $553,644 | ProgramServicesAmt |
| Management And General | $20,756 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,370,478 | BOYAmt |
| EOY | $851,220 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,588 | BOYAmt |
| EOY | $77,090 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,665 | BOYAmt |
| EOY | $31,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,515,780 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,114,083 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464,394 | BOYAmt |
| EOY | $2,401,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,603 | BOYAmt |
| EOY | $2,507,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,906 | BOYAmt |
| EOY | $441,859 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,094,634 | BOYAmt |
| EOY | $6,310,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,661 | BOYAmt |
| EOY | $92,489 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,714 | BOYAmt |
| EOY | $53,044 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,375 | BOYAmt |
| EOY | $145,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,280,933 | BOYAmt |
| EOY | $5,502,804 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,326 | BOYAmt |
| EOY | $662,434 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,932,259 | BOYAmt |
| EOY | $6,165,238 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,094,634 | BOYAmt |
| EOY | $6,310,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $67,126 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $165,852 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $716,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $307,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,183 | CurrentTaxYearAmt |
| Total | $2,342,935 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $716,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,151 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $307,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,183 | CurrentTaxYearAmt |
| Total | $2,342,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,342,935 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $921,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $975,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $995,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,062,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,116,222 | CurrentTaxYearAmt |
| Total | $5,071,900 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4 | CurrentTaxYearMinus2YearsAmt |
| Total | $7,216 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,422,051 | TotalSupportAmt |
| Public Support CY170 | 0.31570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $651,326 | BeginningYearBalanceAmt |
| Contributions | $273,637 | ContributionsAmt |
| Investment Earnings Or Losses | $2,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $265,073 | GrantsOrScholarshipsAmt |
| End Year Balance | $662,434 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $828,927 | BeginningYearBalanceAmt |
| Contributions | $294,900 | ContributionsAmt |
| Investment Earnings Or Losses | $9,330 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $481,831 | GrantsOrScholarshipsAmt |
| End Year Balance | $651,326 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $791,888 | BeginningYearBalanceAmt |
| Contributions | $148,463 | ContributionsAmt |
| Investment Earnings Or Losses | $11,163 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $122,587 | GrantsOrScholarshipsAmt |
| End Year Balance | $828,927 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $543,467 | BeginningYearBalanceAmt |
| Contributions | $419,669 | ContributionsAmt |
| Investment Earnings Or Losses | $8,510 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $179,758 | GrantsOrScholarshipsAmt |
| End Year Balance | $791,888 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,263,704 | BeginningYearBalanceAmt |
| Contributions | $559,857 | ContributionsAmt |
| Investment Earnings Or Losses | $2,031,079 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,311,173 | GrantsOrScholarshipsAmt |
| End Year Balance | $543,467 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $867,902 | OtherCostOrOtherBasisAmt |
| Book Value | $867,902 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,647,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,114,083 | DepreciationAmt |
| Book Value | $1,533,795 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,401,697 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD BY CURATOR | $411,059 |
| UNAMORTIZED LEASE COMMISSION & PREPAID INSURANCE | $30,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $441,859 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| Amt | $53,044 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,044 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,663,083 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $165,852 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $860,928 | OtherRevenueAmt |
| Revenue Not Reported | $1,026,780 | RevenueNotReportedAmt |
| Revenue Subtotal | $636,303 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,223 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,223 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $641,526 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,430,104 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $860,928 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $860,928 | ExpensesNotReportedAmt |
| Expenses Subtotal | $569,176 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,223 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,224 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $574,400 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ALL GRANTS AND ALLOCATIONS ARE USED TO ADD AND PROMOTE EXCELLENCE IN THE QUALITY OF HIGHER EDUCATION PROGRAMS MAINTAINED AT THE UNIVERSITY OF MISSOURI-KANSAS CITY. |
| PART X, LINE 2: | UMKC TRUSTEES ARE A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE, AS EVIDENCED BY THE TRUSTEES' DETERMINATION LETTER DATED OCTOBER 14, 1983. INCOME TAX RETURNS FILED BY THE TRUSTEES ON FORM 990 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) FOR THREE YEARS AFTER THE DATE FILED, WITH THE RESULT THAT THE JUNE 30 FISCAL YEARS 2014, 2013, 2012, AND 2011 REMAIN OPEN AS OF NOVEMBER 15, 2014, ALTHOUGH NO RETURNS HAVE BEEN SELECTED FOR EXAMINATION BY THE IRS. MANAGEMENT HAS EVALUATED TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE TRUSTEES' TAX RETURNS WITH ASSISTANCE FROM THE TRUSTEES' TAX PREPARER TO DETERMINE WHETHER ITS TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED BY APPLICABLE TAXING AUTHORITIES; LIKELY TAX POSITIONS ARE REPORTED IN THESE FINANCIAL STATEMENTS, AND MANAGEMENT IS NOT AWARE OF ANY UNLIKELY TAX POSITIONS, WITH THE RESULT THAT NO UNLIKELY TAX POSITIONS ARE REPORTED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 860,928. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 860,928. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSOURI - KANSAS CITY | ||||||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 436003859 | 501(C)(3) | $274,136 | CASH | N/A | FUNDING FOR ENDOWED SCHOLARSHIPS/CHAIRS/PROGRAM/FACULTY FELLOWS AND SCHOLARS PROGRAM MANAGED BY UMKC | |
| UMKC FOUNDATION | ||||||||||
| 202 ADMINISTRATIVE CENTER 5100 | KANSAS CITY | MO | 641102499 | 260840496 | 501(C)(3) | $200,000 | CASH | N/A | FUNDING FOR ENDOWED SCHOLARSHIPS AND SCHOLARS PROGRAM MANAGED BY UMKC | ROCKHILL RD |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UMKC "TRUSTEES SCHOLARSHIP" REQUESTS FROM ENDOWED FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL AID FOR THE UNIVERSITY OF MISSOURI-KANSAS CITY (UMKC). THE STUDENT FINANCIAL AID OFFICE, IN CONJUNCTION WITH THE CENTER FOR ACADEMIC DEVELOPMENT, DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. REGARDING UMKC TRUSTEES "FACULTY FELLOW AND FACULTY SCHOLAR AWARDS" THE FISCAL OFFICER FOR UMKC'S ADVANCEMENT DIVISION, WORKING IN COLLABORATION WITH THE RECIPIENT'S ACADEMIC UNIT FISCAL OFFICER, MONITORS ALL SPENDING FROM THE ACCOUNT. FUNDS ARE DISBURSED TO COVER EXPENSES WHICH FALL WITHIN UNIVERSITY GUIDELINES. "MAG FELLOWSHIP AWARDS" ARE MONITORED BY UMKC'S OFFICES OF GRADUATE STUDIES AND FINANCIAL AID, TO ENSURE ALL AWARDS MADE TO STUDENTS ARE BEING SPENT IN THE MANNER THAT THEY REQUESTED IN THEIR APPLICATION MATERIALS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS SHARON LINDENBAUM | PersonNm |
| Title | ASSISTANT TREASURER | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $197,133 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $22,679 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $12,874 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $232,686 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING FAMILY RELATIONSHIPS BETWEEN BOARD MEMBERS ARE LISTED BELOW: HUGH ZIMMER AND ELLEN DARLING - FATHER AND DAUGHTER KEN BAUM AND JON BAUM - FATHER AND SON HENRY BLOCH AND TOM BLOCH - FATHER AND SON NEIL SOSLAND AND CHARLES SOSLAND - UNCLE AND NEPHEW |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION USES COPAKEN BROOKS AND COHEN ESREY FOR THE MANAGEMENT OF RENTAL PROPERTIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDENT ACCOUNTANT AND PRESENTED TO THE VICE CHAIR OF FINANCE/TREASURER AND THE ENTIRE FINANCE COMMITTEE. THEY OFFICIALLY APPROVE THE 990 BEFORE IT IS DISTRIBUTED FOR REVIEW BY OTHER OFFICERS. A DEADLINE IS ESTABLISHED IN ADVANCE OF THE FILING DEADLINE TO ENSURE ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO PROVIDE FEEDBACK. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE GOVERNANCE COMMITTEE REVIEWS ALL POTENTIAL CONFLICTS OF INTEREST REPORTED BY MEMBERS OF THE BOARD. THOSE CONFLICTS ARE DISCLOSED TO THE APPROPRIATE COMMITTEE WITH OVERSIGHT OF THE AREA OF POTENTIAL CONFLICT. THAT PARTICULAR COMMITTEE IS THEN TASKED WITH MONITORING THE DISCLOSED POTENTIAL CONFLICT. ANY CONCERNS FROM THAT COMMITTEE ARE BROUGHT TO THE GOVERNANCE COMMITTEE TO ADDRESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FROM UMKC TRUSTEES OFFICE AT 816-235-1590. |
| FORM 990, PART XI, LINE 9: | ROUNDING 1. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT, OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSOURI-KANSAS CITY | ||||||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 436003859 | A LAND GRANT UNIVERSITY | MO | 501(C)(3) | #2 | N/A | 0 |
| UMKC FOUNDATION | ||||||||||
| 5100 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | 260840496 | BENEFIT UNIVERSITY OF MISSOURI - KANSAS CITY | MO | 501(C)(3) | #7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF MISSOURI-KANSAS CITY | ||
| B | $274,136 | FAIR MARKET VALUE |
| UMKC FOUNDATION | ||
| C | $69,860 | FAIR MARKET VALUE |
| UMKC FOUNDATION | ||
| B | $200,000 | FAIR MARKET VALUE |